Bernardo Wealth Planning’s Comcast CMCSA Stock Holding History

Bernardo Wealth Planning’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-16,267	Closed	-$852K	–	92
2020 Q4	$852K	Buy	16,267 +434	+3%	+$20.8K	0.33%	65
2020 Q3	$732K	Buy	15,833 +3,952	+33%	+$172K	0.33%	63
2020 Q2	$463K	Sell	11,881 -200	-2%	-$7.62K	0.25%	78
2020 Q1	$415K	Buy	12,081 +82	+0.7%	+$3.46K	0.29%	85
2019 Q4	$539K	Sell	11,999 -126	-1%	-$5.61K	0.33%	71
2019 Q3	$546K	Buy	12,125 +18	+0.1%	+$797	0.4%	56
2019 Q2	$512K	Hold	12,107	–	–	0.4%	62
2019 Q1	$484K	Hold	12,107	–	–	0.38%	65
2018 Q4	$412K	Buy	+12,107	New	+$442K	0.36%	66

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bernardo Wealth Planning's CMCSA Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Comcast (CMCSA) in Q1 2021, closing a stake of 16,267 shares — an estimated $852K sold.

Bernardo Wealth Planning first reported a position in CMCSA in Q4 2018 and held it in 9 quarters. The position peaked at $852K in Q4 2020. 2,299 funds tracked by Wall St. Rank hold CMCSA as of Q1 2021.

Bernardo Wealth Planning reported no remaining Comcast position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 16,267 Comcast shares in Q1 2021, an estimated $852K.
Bernardo Wealth Planning first reported a position in Comcast in Q4 2018 and held it in 9 quarters.
Bernardo Wealth Planning's Comcast position peaked at $852K in Q4 2020.
2,299 funds tracked by Wall St. Rank held Comcast as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.